Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,233 | $82,674-79.2% | $125,381-86.3% | $68,486-74.8% |
| Participation rate | 58.0% | 75.1%-17.1pp | 82.4%-24.4pp | 67.9%-9.9pp |
| Annual return | -22.75% | -5.97%-16.8pp | 572.31%-595.1pp | -7.85%-14.9pp |
| Employer contribution / active EE | $3,398 | $3,382+0.5% | $4,815-29.4% | $2,597+30.9% |
| Participant deferral / active EE | $5,952 | $6,111-2.6% | $7,448-20.1% | $4,028+47.8% |
| Admin fee / account holder | $2,588 | $6,277-58.8% | $10,007-74.1% | $5,404-52.1% |